Circle Relationship Leader - Insurance

Requirements

- Continuous interaction with the channel partners/Circle Heads of the Zone

- Mapping all the key decision makers & build review Mechanism per mapping basis decided intervals

- Aggressively downloading all the RnR activities to be run by BSLI

- Innovative ways to download the R&R activities

- Communicating any product changes, process change or change in any rules and regulations (internal / IRDA) with the help of different training modules

- Supporting in the actual sales and service aspects including sales calls, issuance and complaint handling

- To Handle Bank customers requirements with the best services and products ranges

- To be equipped with insurance and Bank Products knowledge

- To manage the relationship at all the levels to have the desired outputs

- Work with the channel partner to effectively use R&R programs to drive desired behaviors

- Ensure efficient use of spent on Channel Partners which helps in achieving the end objective.

Responsibilities

- Ensure achievement of Targets (Premium & Revenue) in order to contribute in overall growth of the company

- Continuous interaction with the channel partners/Circle Heads of the Zone

- Mapping all the key decision makers & build review Mechanism per mapping basis decided intervals

- Aggressively downloading all the RnR activities to be run by BSLI

- Innovative ways to download the R&R activities

- Ensure smooth function of the sales and other processes in order to maximise business potential

- Communicating any product changes, process change or change in any rules and regulations (internal / IRDA) with the help of different training module

- Supporting in the actual sales and service aspects including sales calls, issuance and complaint handling

- To Handle Bank customers requirements with the best services and products ranges

- To be equipped with insurance and Bank Products knowledge

- To manage the relationship at all the levels to have the desired outputs

- Work with the channel partner to effectively use R&R programs to drive desired behaviors

- Ensure efficient use of spent on Channel Partners which helps in achieving the end objective